The AI Reporting Agent enables admins and managers to create custom reports using natural language. Simply describe the data you need, and the agent generates tables and charts instantly. Features include: natural language query understanding, automatic chart type selection, employee/attendance/shifts/performance data domains, saved report library, export capabilities, and rich HTML previews in Ask AI.

Platform

Highlights

Generate custom workforce reports from plain-English questions in the Ask AI chat — no SQL required.

Build cross-entity reports visually with an AI-assisted column picker and live preview.

Refine any report conversationally — add filters, change grouping, or re-sort without starting over.

Schedule recurring reports (daily through quarterly) delivered by email or webhook.

Export to CSV, Excel, PDF, or JSON, and save reports your whole team can re-run.

Report across 20+ native Workforce domains, from headcount and attendance to compensation and recruiting.

Capabilities

AI Report Generation

Plain-English report requests — no SQL or query syntax
Conversational refinement ("filter for active only")
Natural date expressions ("last 90 days", "this quarter")
Auto-detects the right data domain from your question
Self-correcting query engine retries on validation errors
One-click Quick Reports from the dashboard

Visual Report Builder

Point-and-click column, metric, and grouping picker
AI-suggested columns from a written description
Cross-entity reports joining employees, attendance, departments & more
Live preview before saving a report
Filter dropdowns auto-populated from your own data
Auto-selected charts: bar, line, pie, doughnut, area

Saved Reports & Sharing

Save any report as a named, re-runnable report
Reusable team templates (admins) for one-click reruns
Duplicate and remix existing reports
Favorite reports for quick access
Share reports with specific teammates
Private / shared / public visibility per report

Scheduling & Delivery

Recurring schedules: daily, weekly, monthly, quarterly
Email delivery with the report attached
Webhook (HTTP POST) delivery to your systems
Generate-only (no external delivery) runs
Run-now trigger for immediate delivery
Enable / disable a schedule without deleting it
Delivery formats: CSV, Excel, PDF, JSON

Export

CSV export
Excel-compatible export (opens directly in Excel)
PDF export (formatted, printable)
JSON export for API / downstream use
Per-format admin enable / disable toggles

Data Domains

People & organization (employees, departments, tenure)
Time & attendance (attendance, timekeeping, shifts & scheduling)
Performance & goals (reviews, OKR objectives & key results, competencies)
Talent (succession plans & candidates, feedback cycles & responses)
Compensation & leave (pay, merit cycles & calculations, leave & PTO)
Workforce lifecycle (recruiting candidates & jobs, onboarding, promotions, training)
Operations (Service Desk tickets, assets, procurement POs & requisitions)
Per-domain on / off toggles in settings

Limits & Specs

Who can use it: Managers, Admins, Super Admins (+ app admins)
Data domains available: 24 native domains (2 admin opt-in)
Max rows per query: 10,000
Preview rows in Ask AI: 5–50 (admin-configurable)
Max saved reports per user: 50, admin-configurable (0 = unlimited)
Schedule frequencies: Daily, weekly, monthly, quarterly
Pricing: License required (Standard platform tier)

Use cases

Headcount by department

Ask "Show me headcount by department" and the agent returns a grouped table with totals and a bar chart in seconds.

Attendance trend analysis

Request "Attendance exceptions last 90 days by location" to spot sites with chronic absenteeism.

Compensation benchmarking

Query "Average salary by job title and department" to support pay-equity reviews and budget planning.

Recruiting pipeline visibility

Ask "Open jobs by stage and recruiter" for a live view of your hiring funnel across active positions.

Scheduled leadership reports

Schedule a weekly headcount or attendance report to email leadership every Monday — or POST it to a webhook — with no manual reruns.

Cross-entity report in the builder

Use the visual builder to join employees with attendance and departments in one report, preview it live, and save it for the team.

Resources

Report Agent Datasheet (PDF)

Datasheet

Features, capabilities, pricing model, and FAQ on one downloadable sheet — share it with your team.

FAQ

Yes. Alongside the plain-English Ask AI path, the Report Agent app includes a visual builder where you point-and-click columns, metrics, and grouping. It suggests columns from a written description, auto-populates filter dropdowns from your own data, auto-selects a fitting chart (bar, line, pie, doughnut, area), and shows a live preview before you save.

No. Describe what you want in plain English. The agent interprets your request, picks the right data source, builds the query, and can even auto-correct itself if the first attempt doesn't validate.

Over 20 native Workforce domains, including employees and departments, attendance and timekeeping, shifts and scheduling, performance reviews, OKRs, competencies, succession, feedback, compensation and merit, leave and PTO, training, recruiting (candidates and jobs), onboarding, promotions, Service Desk tickets, and assets. Procurement (purchase orders and requisitions) is available when an admin turns it on. Each domain can be toggled on or off in settings. External or third-party data sources are not supported.

Yes. Say "filter for active only" or "group by location instead" and the agent modifies the existing report without starting from scratch. In the builder you can also adjust columns, filters, and chart type directly.

Yes. Any saved report can run on a recurring schedule — daily, weekly, monthly, or quarterly — and be emailed to recipients, POSTed to a webhook, or generated for download only, in CSV, Excel, PDF, or JSON. A schedule can be triggered immediately or enabled and disabled without deleting it. SFTP delivery is not yet available.

CSV, Excel-compatible spreadsheet (opens directly in Excel), formatted PDF, and JSON for API use. Admins can enable or disable each format in settings; JSON is always available.

Access is role-based. Managers, admins, and super admins (plus users granted app-admin for this app) can generate and manage reports. Sensitive domains such as compensation and performance apply their own additional access checks, and reports respect private / shared / public visibility.

Queries return up to 10,000 rows. Ask AI previews 5–50 rows (admin-configurable), and each user can save up to 50 reports by default (admins can raise, lower, or make it unlimited).

The Report Agent requires a license and is opt-in per tenant on the Standard platform tier — an administrator enables it from the Apps Marketplace. It is disabled by default until then. Contact your MangoApps administrator about enabling it for your organization.